Chief Operating Officer, TaxExact, Inc.
Janel is an experienced B2B sales and marketing expert with over 25 years of experience helping corporate giants generate millions in sales.
Revenue growth is in Janel's DNA. At its foundation, she believes profitable growth in public accounting firms starts with the right technology for driving maximum efficiency into the tax compliance process. Done correctly, capacity can be gained for business development and sales strategy.
Janel helps firms transform their tax compliance processes to support their business vision. She also teaches firms how to create and implement marketing and sales strategies that drive profitable growth without adding resources.
Most of her career has been focused on the FinTech and SaaS space, with the past several years dedicated to working in the accounting space. She brings a strategic approach to marketing and sales leadership to TaxExact. Also a mom to 2 teenage daughters (and 4 more of the canine variety), Janel enjoys spending time with family or on the Peloton when not working.
Director, TaxExact, Inc.
Guillermo brings over 20 years of tax and accounting business management, information technology, and advisory experience to TaxExact. He has worked with hundreds of firms to design and implement solutions that have accelerated their transition to advisory services. Guillermo’s expertise in firm processes, technology, and automation goes beyond consulting. He engages directly with firms to understand their specific needs and goals, and then he makes it happen. When not working, Guillermo enjoys traveling abroad and dancing salsa.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
273 Ratings
AT
Oct 20th, 2021
Good information about re-looking at depreciations that you were not allowed but because of tax law changes you can tax now.
PWF
Sep 1st, 2021
I don't review a lot of 1040's, but I still enjoyed the program.
IV
Sep 1st, 2021
The lecture is well prepared by the knowledgeable speakers
BK
Oct 21st, 2021
Informative webinar regarding tax preparation and review.
RMP
Nov 2nd, 2021
It was well structured and informative
1 Credit
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